Customer Engagement & Dynamics CRM Forum

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  • 1.  Display all notes on Account

    SILVER CONTRIBUTOR
    Posted Mar 02, 2022 03:09 AM
    Edited by Luke Dunnett Mar 04, 2022 03:53 AM
    We have a business requirement to; display all Notes from associated Leads, Opportunities or Contacts to the Timeline of an Account. Any solution for this?

    Thanks in advance.

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    Luke Dunnett
    LD
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  • 2.  RE: Display all notes on Account

    SILVER CONTRIBUTOR
    Posted Mar 03, 2022 09:45 AM
    Hi Luke,

    Did you mean timeline notes?

    You can try and use Power BI. Power BI report can also be embedded in apps with auto filter using javascript.

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    Thanks,
    Cristall Amurao
    Solutions Architect
    ON, Canada
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  • 3.  RE: Display all notes on Account

    SILVER CONTRIBUTOR
    Posted Mar 04, 2022 03:55 AM
    Thanks for the reply Cristall. Indeed, I would like to show all Notes on the Timeline of an Account. Including Notes from related Contacts, Leads, Opportunities etc.

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    Luke Dunnett
    LD
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